Wealth Management Associate - Hybrid & Growth

National Bank of Canada; Medicine Hat; Hybrid; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank Financial – Wealth Management is seeking an Associate to support wealth advisors by delivering exceptional client service and coordinating operations. You will analyze client accounts, open and update files, and help prepare meetings while ensuring compliance and risk management rules are followed.

This role partners with a wealth advisor to provide a seamless client experience in a hybrid work environment.

Qualifications

• College diploma in a related field.
• At least one year of relevant experience in a related field such as banking operations, customer service, or administration
• Good knowledge of the Microsoft Office suite
• Organizational and priority management skills

Responsibilities

• Ensure effective communication between all parties (clients, advisors, and various collaborators)
• Provide superior customer service in person, on the phone, and by email
• Analyze client accounts to prepare for activities that support wealth advisors in their business development
• Diligently carry out transactions related to investment accounts
• Open and update client files
• Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings
• Ensure adherence to compliance and risk management rules

Skills

Customer service

Bank operations

Administration

Organization

Education

College diploma

Tools

Microsoft Office

Job description

National Bank Financial – Wealth Management is seeking an Associate to support wealth advisors by delivering exceptional client service and coordinating operations. You will analyze client accounts, open and update files, and help prepare meetings while ensuring compliance and risk management rules are followed.

This role partners with a wealth advisor to provide a seamless client experience in a hybrid work environment.